I organise the CRM steps around an enquiry, booking or purchase, including forms, tags, lists, email sequences and agreed workflow automation.

How I work

Map the current process and desired follow-up.

Agree on triggers, tags, steps and scope.

Configure the CRM and workflows.

Review the saved setup and document handover.

What is included

Agreed forms, tags and CRM organisation

Agreed follow-up workflow or email sequence

Clear workflow notes and handover

What I need from you

Account access

Process and offer details

Approved email copy and sending requirements

Scope, price and timing are agreed before work starts. Sending costs and third-party subscriptions are separate. Live sends and tests need an agreed plan.

The duration shown on this listing is indicative. I confirm the delivery schedule after reviewing your scope and account access.